Dan Russo on Volatility as a Trading Signal, Market Breadth Insights, and Systematic Investing Models

Lead-Lag Live

Ever wondered how to effectively use volatility as a trading signal while managing market risks? Join us as we unravel the complexities of tactical investing with Dan Russo from Potomac Fund Management and Chaykin Analytics. Discover Dan's unique insights into the VIX, market breadth, and the necessity of clear rules for risk management. Whether you're nearing retirement or just beginning your investment journey, Dan's philosophy on systematically managed tactical funds and understanding the investor's experience will provide you with invaluable strategies to navigate the market's ups and downs.
Monitoring market health is crucial, especially when it comes to managing downside risk. This episode sheds light on the importance of market breadth and sector performance in predicting deeper market declines. Learn how to balance potential gains with the need to avoid catastrophic losses through tactical management. Dan opens up about the behavioral aspects of investor reactions, emphasizing the role of quantifying divergences and intermarket themes to achieve long-term portfolio stability.
Finally, we delve into the enduring relevance of technical analysis and systematic investing. Hear Dan's thoughts on integrating different time frames and uncorrelated indicators, and gain insights into the construction of diversified and robust investment models. With a focus on data-driven approaches and ignoring market narratives, this episode is packed with practical advice and compelling stories from Dan's career journey. Tune in to enhance your investment approach and learn from one of the best in the field.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.

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1. Managing Volatility in Tactical Investing (00:00:00)

2. Monitoring Market Health Through Breadth (00:04:29)

3. Analyzing Market Health and Sector Performance (00:11:41)

4. Navigating Market Volatility With Systematic Investing (00:16:58)

5. Analyzing Sector Performance and Market Trends (00:23:03)

6. Building Robust and Diversified Investment Models (00:37:23)

7. Technical Analysis Concepts Still Hold (00:45:43)